Use the Review Request option when a submitted closeout document needs approval from an architect or design team member before you complete the Requirement. Begin by navigating to your project’s Requirements page, then open the submitted Requirement you want to send for review.
Request Review from the Design Team
To send a document to the architect or design team for review, select the Requirements tab and click on the Submitted tab.
Go through the initial review and approval process by clicking on the subcontractor, selecting the Requirement, and clicking on the submitted document.
Once you have approved the document, click Request Review. Choose your design team recipient(s), type your message, and click Send.
The recipient(s) will receive an email with a link to their personal review portal.
Note: Reviewers do not need to create a Buildr login to access the review portal.
The design team can Approve or Request Changes to the submitted document and add supplementary notes directly in their Design Portal.
Track the Requirement’s review status
When a Requirement is sent for design review, the top of the Requirement page lists each reviewer and the status of their review request.
Pending: The reviewer has not yet reviewed the document
Reviewed: The reviewer has approved the Requirement.
Denied: The reviewer has requested changes or denied the Requirement.
The list also shows who sent each review request and when it was sent. You will receive an email notification when a reviewer responds.
Complete an approved Requirement
Complete the Requirement once the design reviewers have approved the document.
Confirm that each reviewer has approved the Requirement.
Review any comments in the Activity feed.
Click Complete Requirement to finalize the Requirement.
Request changes
Request changes when a reviewer denies the document or identifies information that must be corrected.
Review the reviewer’s comments in the requirement Activity feed.
Click Request Changes.
Add a message to your submitters explaining what needs revision.
Send the request.
The trade partner can upload an updated document. Once it is resubmitted, review it again and send it back to the design team if additional approval is needed.
Review the activity history
Use the requirement's Activity feed to see the full history of the Requirement and keep track of review feedback.
Scroll to the Activity section at the bottom of the Requirement page. The feed records actions such as document uploads, approvals, review requests, reviewer decisions, messages, and timestamps.
